据行业机构Infolink Consulting消息，由于硅片企业挺价意愿较为强烈，过去一周的硅片价格明显走强， 下游组件企业亦普遍响应行业自律行为。 对于这轮涨价行情的持续性，Infolink Consulting认为，当前多数硅片企业的观察重点仍集中于上游硅料 的价格是否如期上调，在新一轮硅片报价还没有全面放量成交的背景下，后续的价格走势仍有待进一步 观察。 【#A股光伏板块股价大涨#，#硅片企业联合涨价能否持续#？】12月26日，A股光伏板块盘中一度大涨 近3%，截至记者发稿，阳光电源（300274.SZ）、捷佳伟创（300724.SZ）、钧达股份（002865.SZ）、 协鑫集成（002506.SZ）、隆基绿能（601012.SH）等个股领涨。 从市场基本面来看，第一财经记者注意到，随着上游硅料去产能的持续推进及银浆价格的走高，光伏产 业链价格的提振有向下游传导的趋势，本周多家硅片企业上调报价。 ...

12月25日，多晶硅期货价格再度走强，冲上60000元/吨重要关口，主力2605合约上涨4.8%，至60760元/吨。 值得关注的是，在此前市场情绪过热的情况下，近期交易所及时出台多项措施，让市场及时回归理性。 25日晚间，广期所调整多晶硅期货相关合约交易指令每次最小开仓下单数量、交易手续费标准及交易限额。 据安泰科统计，截至12月24日当周，多晶硅N型复投料成交均价为5.39万元/吨，环比上涨1.32%。N型颗粒硅成交均价为5.05万元/吨，环比持平。在价格 实现小幅上涨的同时，多晶硅主流签单企业数量环比小幅增加。据安泰科统计，当前成交订单多为12月份订单，成交价格较上周上调1~2元/公斤，其余多 数企业目前正处于明年1月订单的密集洽谈期，预计近期将有批量订单落地。 对于价格上涨、成交量有所修复的原因，安泰科解释，一是为匹配一季度传统淡季需求，硅料企业持续执行减产控销策略，预计1月多晶硅排产出货规模 将大幅下调至6万~8万吨，有效缓解供应压力；二是企业减产导致多晶硅单位产品综合成本上升，基于售价覆盖成本的定价机制，硅料价格随之上调；三 是上下游企业均认识到维持价格体系稳定的重要性，本周硅料价格上涨也为下游各 ...

Core Viewpoint - The recent surge in polysilicon futures prices, reaching an important threshold of 60,000 yuan/ton, is attributed to both market dynamics and regulatory measures aimed at stabilizing the market [3][11]. Group 1: Market Dynamics - On December 25, polysilicon futures prices increased by 4.8%, closing at 60,760 yuan/ton [3][11]. - The rise in futures prices reflects changes in the spot market, with recent reports indicating potential production cuts by polysilicon manufacturers in January and February, which could stabilize spot prices during the off-peak season [6][14]. - As of December 24, the average transaction price for N-type polysilicon was 53,900 yuan/ton, a 1.32% increase week-on-week, while the price for N-type granular silicon remained stable at 50,500 yuan/ton [6][14]. Group 2: Regulatory Measures - The Guangxi Futures Exchange implemented measures to adjust the minimum opening order quantity, trading fees, and trading limits for polysilicon futures, aiming to reduce market activity and promote rational trading [5][13]. - These regulatory actions reflect a strong commitment to enhancing oversight and maintaining market stability in the polysilicon futures market [5][13]. Group 3: Price Transmission and Industry Outlook - The increase in polysilicon prices is expected to influence downstream sectors, with significant price hikes observed in solar cell prices, which rose by 10.3% to a range of 0.31-0.33 yuan/W, while module prices remained stable [7][15]. - Analysts suggest that the price increase mechanism is beginning to transmit through the supply chain, indicating a potential improvement in profitability across the entire industry [8][17]. - Future price stability will depend on actual transaction volumes following new price announcements from silicon wafer manufacturers and the production plans of downstream components [9][17].